B.B.A. in Finance, University of Notre Dame
M.B.A. Harvard Business School
James O. Jacoby, Jr. serves as a special advisor to The Stephens Group, LLC.
Jim joined The Stephens Group at its founding in 2006 and most recently focused on business development, which included sourcing and originating new transactions on behalf of The Stephens Group. Jim originated and managed investments across numerous industries including healthcare, industrial manufacturing and specialty distribution. He also led the firm’s relationship with co-investors such as The Sterling Group, New Heritage Partners and Altas Partners.
In addition to serving as a board director at Prodigy Health, Jim oversees investments in Lisbon Valley Mining Company, LLC, Covalent Health and FloWorks.
Prior to joining The Stephens Group, Jim spent 12 years at Stephens Inc. where he was a Managing Director and head of Healthcare Investment Banking Group. Before joining Stephens Inc., he was a vice president in the M&A Group at Chemical Bank in its New York and London offices.